A simple CRM program for a small office in Python: clients, contacts, deals and reminders on your own computer

Example result

def update_total(self, *_):
    """Adds up the lines and the tax and shows the total under the table."""
    subtotal = sum(line.hours * line.rate for line in self.lines)
    tax = round(subtotal * self.tax_rate.get() / 100, 2)
    self.subtotal_label.config(text=f"Subtotal: {subtotal:,.2f}")
    self.tax_label.config(text=f"Tax: {tax:,.2f}")
    self.total_label.config(text=f"Total: {subtotal + tax:,.2f}")

About this service

Many small offices keep clients in a spreadsheet, deals in their heads and reminders on sticky notes. This program puts them in one window on your computer, without a monthly fee: client cards with contacts and notes, deals moving through the stages you name, and in Premium reminders of calls and meetings due today and reports exported to a file. Basic opens and searches your client list kept as a CSV file; from Standard the program saves clients, deals and notes in CSV or SQLite. Send us the fields and deal stages you use and a few rows of your list with names changed. We write it in Python with Tkinter, with a README. It works on one computer: it does not send emails or messages, sync with phones or work as a shared online system. Keeping clients' personal data safe and lawful is up to you.

What is included

• What you getA ZIP archive with the Python code, a README on installing Python, running the program and building an .exe, and an example client file in your fields; the code is also shown on the order page. From Standard, clients, deals and notes saved to CSV or SQLite; in Premium, reminders, reports exported to files and an error log.
• Client cardsContacts, notes and history in one place
• Deal stagesYour own stages, from Standard
• RemindersCalls and meetings due today, in Premium
• No monthly feeA file or database on your own computer
• Readable codeWith comments, easy to change later

How it works

1. 1
   TaskYou send the client fields, deal stages and reports
2. 2
   CodeWe write the program and the README
3. 3
   Try itYou run it on a copy of your client list
4. 4
   ChangesYou ask for changes within your package and send any error message

What we need from you

The fields of a client card, the stages your deals go through, what you want to note about calls and meetings, the reports you need, and a few rows of your current list as CSV or Excel with names and contacts changed. How many people will use it, your system (Windows, macOS or Linux) and whether you want an .exe. Never send real passwords or keys.

We will ask you:

• Who are your clients and what do you keep about them?
• Your deal stages
• Reminders and reports
• How many people will use it?
• Which system will it run on?

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Questions and answers

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